--- title: Online Class Enrolment Checklist description: Ensure everything is set up correctly and you're ready to accept online class enrolments from your customers. --- [Skip to content](https://help.classmanager.com/a-checklist-for-online-class-enrolment-class-manager-help-center#main-content) English Show submenu for translations ![classmanager-logo-1.png\]](https://help.classmanager.com/hs-fs/hubfs/classmanager-logo-1.png?width=196&height=35&name=classmanager-logo-1.png) Open main navigation Close main navigation - English Show submenu for translations - Go to Class Manager Go to Class Manager Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Classic Class Manager Knowledge Base](https://help.classmanager.com/?hsLang=en) 2. [Online Class Enrolment](https://help.classmanager.com/online-class-enrolment?hsLang=en) # Online Class Enrolment Checklist ## Ensure everything is set up correctly and you're ready to accept online class enrolments from your customers. Make sure you're fully prepared to accept online class enrolments from your customers by following this checklist. We've outlined all the steps needed to ensure your setup is ready for seamless enrolment through the customer portal. 1. **Activate the Online Enrolment Feature** Before anything else, make sure you have activated the online enrolment feature. In `Settings` \> `Company` \> `Information`, decide if enrolment should be automatic or require approval. Ensure the appropriate boxes are ticked, and optionally, enable "Require Upfront Payment to Approve Enrolments" if you want customers to pay the class fees as they book. If you haven't done so yet, follow the instructions here ➡️ [Enabling Portal Enrolments](https://help.classmanager.com/en/how-to-activate-online-class-enrolment-class-manager-help-center?hsLang=en). 2. **Activate the Classes for Enrolment** Next, you need to activate the specific classes that will be available for online enrolment. This can be done in the classes section of your account. Find out how to do that here ➡️ [Activate your specific classes for online enrolment on the portal](https://help.classmanager.com/en/how-to-activate-your-specific-classes-for-online-enrolment-on-the-portal-class-manager-help-center?hsLang=en). 3. **Check Class Options and Limitations** Head into each class and confirm that the correct options and limitations are set: 1. Set any necessary age restrictions within class settings, limiting enrolment to specific age groups if needed. 2. Verify the class capacity is set correctly, as this determines whether a student is enrolled directly into a class or placed on the waiting list. If you need help updating your class capacity, refer to the steps outlined here ➡️ [Adjusting Class Capacity](https://help.classmanager.com/en/how-to-amend-my-class-capacity-class-manager-help-center?hsLang=en). 4. **Prepare for Online Enrolments via the Portal** You're now set to begin accepting online class enrolments through the portal. 5. **Provide Portal Access to Customers** - **For New Customers:** Use a registration form to give them access ➡️ [Provide your customers with an online registration form](https://help.classmanager.com/en/providing-your-customers-with-an-online-registration-form-class-manager-help-center?hsLang=en). - **For Existing Customers:** Send them an invitation to join the portal ➡️ [Inviting Your Existing Customers to the Parent Portal](https://help.classmanager.com/en/inviting-your-existing-customers-to-the-parent-portal-class-manager-help-center?hsLang=en). With everything in place, you're ready to welcome students through the online enrolment process! - [Getting Started](https://help.classmanager.com/getting-started?hsLang=en#main-content) - [Onboarding](https://help.classmanager.com/getting-started?hsLang=en#onboarding) - [Features](https://help.classmanager.com/features?hsLang=en) - [Staff](https://help.classmanager.com/staff?hsLang=en) - [Students](https://help.classmanager.com/students?hsLang=en) - [Customers](https://help.classmanager.com/customers?hsLang=en) - [Classes](https://help.classmanager.com/classes?hsLang=en#main-content) - [Register and Attendance](https://help.classmanager.com/classes?hsLang=en#register-and-attendance) - [Class Trials](https://help.classmanager.com/classes?hsLang=en#class-trials) - [Online Registration](https://help.classmanager.com/online-registration?hsLang=en) - [Invoices](https://help.classmanager.com/invoices?hsLang=en) - [Payments](https://help.classmanager.com/payments?hsLang=en) - [Point of Sale](https://help.classmanager.com/point-of-sale?hsLang=en) - [Parent Portal](https://help.classmanager.com/parent-portal?hsLang=en#main-content) - [Admin Portal Management](https://help.classmanager.com/parent-portal?hsLang=en#admin-portal-management) - [Customer Portal Guide](https://help.classmanager.com/parent-portal?hsLang=en#customer-portal-guide) - [Online Class Enrolment](https://help.classmanager.com/online-class-enrolment?hsLang=en) - [Messaging](https://help.classmanager.com/messaging?hsLang=en) - [Discounts](https://help.classmanager.com/discounts?hsLang=en) - [Growth Plan](https://help.classmanager.com/growth-plan?hsLang=en) - [Settings](https://help.classmanager.com/settings?hsLang=en#main-content) - [Custom Attributes](https://help.classmanager.com/settings?hsLang=en#custom-attributes) - [Account](https://help.classmanager.com/settings?hsLang=en#account) - [Release Notes](https://help.classmanager.com/release-notes?hsLang=en) - [Website](https://help.classmanager.com/website?hsLang=en) [![](https://help.classmanager.com/hs-fs/hubfs/class-manager-logo-1.png?width=262&height=40&name=class-manager-logo-1.png)](http://classmanager.io) Class Manager Help Center Copyright © 2025, Class Manager and Stage Stubs